Ark预测2030年定制芯片将占计算市场超三分之一份额，亚马逊将挑战英伟达主导地位

环球市场播报03-02

“木头姐”凯茜·伍德最近在社交媒体上发帖强调了英伟达面临的日益激烈的竞争，她旗下的方舟投资管理公司（Ark Invest）预测，到本十年末，定制人工智能芯片可能会占据超过三分之一的计算市场份额。　　ARK下一代互联网研究总监弗兰克·唐宁（Frank Downing）在X上发表的一篇帖子中表示，该公司预计“到2030年，超过三分之一的计算市场将是定制芯片”。　　他将定制芯片定义为非GPU芯片——...

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Invest）预测，到本十年末，定制人工智能芯片可能会占据超过三分之一的计算市场份额。\n　　ARK下一代互联网研究总监弗兰克·唐宁（Frank Downing）在X上发表的一篇帖子中表示，该公司预计“到2030年，超过三分之一的计算市场将是定制芯片”。\n　　他将定制芯片定义为非GPU芯片——实际上是英伟达和AMD产品的替代品——但他同时指出，行业界限正在“变得模糊”。\n　　“每个人都知道谷歌的TPU，但亚马逊才是正在苏醒的沉睡巨人，”唐宁写道。\n　　唐宁分享的一张图表显示，传统服务器的市场份额正迅速被加速计算蚕食，而专用集成电路（ASIC）将在2030年前与GPU并驾齐驱，不断扩大市场份额。\n　　伍德转发了这条帖子，并补充道：“英伟达将面临竞争。”\n　　伍德发表这一评论前，亚马逊和OpenAI宣布建立多年的合作伙伴关系。\n　　亚马逊承诺向OpenAI投资至多500亿美元，并在未来八年内将现有的计算协议金额扩大至1000亿美元。\n　　该协议的关键在于OpenAI将使用亚马逊的Trainium定制芯片，包括预计于2027年推出的下一代版本。OpenAI将消耗约2吉瓦的Trainium计算能力，这凸显了亚马逊此次投资的规模。\n　　与此同时，Alphabet Inc．旗下的谷歌继续将其张量处理单元（TPU）定位为英伟达GPU的替代品，有报道称Meta已同意租赁TPU用于高级人工智能开发。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 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